See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $327,328 | $109,817+198.1% | $98,442+232.5% | $167,490+95.4% |
| Participation rate | 14.3% | 75.8%-61.5pp | 73.3%-59.1pp | 82.1%-67.8pp |
| Annual return | 14.60% | 1956.69%-1942.1pp | 1492.73%-1478.1pp | 478.56%-464.0pp |
| Employer contribution / active EE | $700 | $3,224-78.3% | $2,960-76.3% | $4,837-85.5% |
| Participant deferral / active EE | $1,225 | $4,673-73.8% | $4,276-71.4% | $6,341-80.7% |
| Admin fee / account holder | $421 | $6,753-93.8% | $5,949-92.9% | $12,309-96.6% |